S&P Global Commodity Insights forecasts cleantech energy supply investments, including renewable power generation, green hydrogen production, and carbon capture and storage, to reach $670 billion in 2025, surpassing upstream oil and gas spending for the first time. Solar PV is expected to dominate cleantech investments, with two-thirds of the installed megawatts. The report highlights the challenges and opportunities within the evolving clean energy sector. Key trends include the growing importance of clean energy investment, tensions in cleantech supply chains due to oversupply from China, the transformation of power markets with battery energy storage, and the role of AI in revolutionizing clean energy technology. Datacenters are expected to play a significant role in corporate clean energy procurement, while ammonia emerges as a key element in low-carbon hydrogen production for deeper decarbonization efforts, enhancing CCUS projects.